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CIK: 0002082744
Total reported value
$219.6M
$219.6M
130 檔
34.8%
The Q1 2026 SEC filing reveals that Exit Wealth Advisors, LLC. held a total portfolio value of $219.6M, covering 130 public equity positions.
In Q1 2026, Exit Wealth Advisors, LLC. displayed an active expansion posture, initiating 40 new positions and adding to 69 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 21.54% | -12.92% | +480.13% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 5.45% | -1.59% | +4.79% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.70% | -4.19% | — | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.40% | +0.59% | +7.70% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.23% | +0.29% | +9.70% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | +0.46% | +22.84% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.36% | +1.59% | |
| 8 | ILF | Ishares Latin America 40 ETF | ETF-Other | 2.11% | -0.14% | +1.74% | |
| 9 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 2.08% | -0.17% | +11.59% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.12% | +6.91% | |
| 11 | SLV | Ishares Silver Trust | ETF-Commodities | 1.73% | -0.21% | -42.14% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.67% | +0.69% | -15.66% | |
| 13 | MO | Altria Group Inc | Stock-Consumer Staples | 1.60% | +0.11% | +5.45% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.42% | -0.17% | — | |
| 15 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.40% | -0.01% | -2.23% | |
| 16 | EXEL | Exelixis Inc | Stock-Healthcare | 1.38% | -1.38% | EXIT | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.32% | +0.01% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.18% | +8.95% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.17% | +0.78% | +90.88% | |
| 20 | ANET | Arista Networks Inc | Stock-Tech | 1.17% | +0.39% | +19.52% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.11% | +0.14% | +4.97% | |
| 22 | UGA | United States Gas Fund LP | ETF-Other | 1.08% | +0.20% | -36.16% | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 0.90% | -0.90% | EXIT | |
| 24 | USO | United States Oil Fund LP | ETF-Other | 0.89% | +0.25% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.04% | +8.14% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.15% | +6.37% | |
| 27 | BITW | Bitwise 10 Crypto Index ETF | ETF-Crypto | 0.76% | -0.26% | -23.10% | |
| 28 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.76% | -0.19% | +264.24% | |
| 29 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.74% | -0.18% | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.69% | -0.05% | +31.59% | |
| 31 | AMLP | Alerian Mlp ETF | ETF-Other | 0.67% | -0.07% | +2.54% | |
| 32 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 0.67% | -0.67% | EXIT | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.66% | -0.54% | -89.51% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.65% | +0.03% | +37.82% | |
| 35 | DBB | Invesco Db Base Metals Fund | ETF-Other | 0.55% | -0.22% | +324.97% | |
| 36 | CROX | Crocs Inc | Stock-Consumer Disc | 0.54% | -0.54% | EXIT | |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.53% | +2.16% | — | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.08% | +24.67% | |
| 39 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.52% | -0.17% | -66.44% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.50% | -0.12% | +254.02% | |
| 41 | VDE | Vanguard Energy ETF | ETF-Other | 0.50% | -0.22% | — | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.43% | -0.17% | — | |
| 43 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.43% | -0.11% | — | |
| 44 | GOLD | Gold.com Inc | Stock-Other | 0.42% | -0.42% | EXIT | |
| 45 | RDVY | First Trust Rising Dividend | ETF-Other | 0.41% | -0.08% | +49.78% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.41% | +0.03% | +36.22% | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.40% | +0.49% | — | |
| 48 | WDC | Western Digital CORP | Stock-Tech | 0.40% | +0.38% | -78.40% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | +61.24% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.38% | +0.05% | +29.18% |
According to official SEC Form 13F filings, Exit Wealth Advisors, LLC. reported a total U.S. public equity portfolio value of $219.6M across 130 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, IAU, SGOV) accounted for 34.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
SGOV
市值: $9.1M
Top Position Liquidated / Trimmed
HYG
前期市值: $2.3M
During Q1 2026, Exit Wealth Advisors, LLC.'s top holdings by market value included USFR (21.5%)、IAU (5.5%)、SGOV (4.7%). The largest single position, USFR, represented 21.5% of total portfolio value.
In Q1 2026, Exit Wealth Advisors, LLC. made 163 total portfolio adjustments, initiating 40 new buys, adding to 69 positions, trimming 19 holdings, and fully liquidating 35 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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